13F 申報指南13F 觀念全攻略
什麼是 SEC Form 13F 申報？美股機構大戶持股全攻略
完整解讀 Form 13F 申報規範、1 億美元門檻與 45 天延遲申報機制，學會如何追蹤頂級對沖基金與機構法人持倉動向。
AlphaSMO 權威研究指南閱讀專題
CIK: 0001342857
申報總市值
US$18.4億
US$18.4億
1700 檔
16.2%
North Star Investment Management Corp. 在 Q1 2026 季度的美股部位總計估值為 US$18.4億，分散於 1700 個持倉標的之中，反映其市場參與廣度與投資規模。
Q1 2026 數據顯示 North Star Investment Management Corp. 積極進場，新開立 41 個部位並同步加碼 91 檔個股，反映機構在該季度的資金注入與籌碼積累。
在資產配置集中度方面，North Star Investment Management Corp. 的前 5 大核心持股（包含 JPM, AAPL, VCSH 等）合計佔整體申報市值的 16.2%，反映機構在主要關鍵部位上的權重分佈。
僅顯示前 200 大持股（共 1700 檔）
| # | 代號 | 標的名稱 | 資產子類別 | 佔比 | 佔比變動 | 持倉量變化 | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | JPM | Jpmorgan Chase & Co | 股票-金融 | 4.71% | -0.03% | -0.29% | |
| 2 | AAPL | Apple Inc | 股票-科技 | 3.61% | +0.15% | -1.23% | |
| 3 | VCSH | Vanguard S/t CORP Bond ETF | ETF-投資等級公司債 | 3.55% | -0.34% | +11.37% | |
| 4 | IVW | Ishares S&p 500 Growth ETF | ETF-大型股與成長 | 3.44% | +0.34% | -3.26% | |
| 5 | VTI | Vanguard Total Stock Mkt ETF | ETF-其他 | 2.80% | +0.06% | +0.74% | |
| 6 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-大型股與成長 | 2.55% | +0.07% | +0.03% | |
| 7 | IVE | Ishares S&p 500 Value ETF | ETF-大型股與成長 | 2.48% | -0.04% | +3.85% | |
| 8 | MSFT | Microsoft CORP | 股票-科技 | 2.17% | -0.20% | +0.86% | |
| 9 | ORI | Old Republic Intl CORP | 股票-金融 | 1.93% | -0.15% | +2.33% | |
| 10 | VOO | Vanguard S&p 500 ETF | ETF-大型股與成長 | 1.61% | +0.03% | -0.63% | |
| 11 | BX | Blackstone Inc | 股票-金融 | 1.18% | -0.10% | +6.23% | |
| 12 | GOOGL | Alphabet Inc-cl A | 股票-通訊服務 | 1.15% | +0.10% | -2.59% | |
| 13 | VTIP | Vanguard Short-term Tips | ETF-其他 | 1.00% | -0.09% | +0.45% | |
| 14 | ABBV | Abbvie Inc | 股票-醫療保健 | 0.99% | +0.02% | -1.42% | |
| 15 | MUB | Ishares National Muni Bond E | ETF-其他 | 0.97% | -0.08% | +2.38% | |
| 16 | AMLP | Alerian Mlp ETF | ETF-其他 | 0.91% | -0.08% | +28.37% | |
| 17 | JNJ | Johnson & Johnson | 股票-醫療保健 | 0.85% | -0.07% | +0.26% | |
| 18 | ORCL | Oracle CORP | 股票-科技 | 0.83% | -0.09% | +0.28% | |
| 19 | IVV | Ishares Core S&p 500 ETF | ETF-大型股與成長 | 0.82% | +0.02% | -3.30% | |
| 20 | UNP | Union Pacific CORP | 股票-工業 | 0.82% | +0.01% | +0.03% | |
| 21 | AMZN | Amazon.com Inc | 股票-循環性消費 | 0.80% | +0.04% | -3.72% | |
| 22 | DVY | Ishares Select Dividend ETF | ETF-其他 | 0.76% | -0.06% | +0.00% | |
| 23 | GLD | Spdr Gold Shares | ETF-避險與商品 | 0.71% | -0.18% | -0.71% | |
| 24 | ACU | Acme United CORP | 股票-其他 | 0.69% | -0.05% | +0.01% | |
| 25 | QQQ | Invesco Qqq Trust Series 1 | ETF-科技型 | 0.68% | +0.10% | +2.76% | |
| 26 | COST | Costco Wholesale CORP | 股票-非循環性消費 | 0.65% | -0.10% | +0.29% | |
| 27 | IWB | Ishares Russell 1000 ETF | ETF-其他 | 0.61% | +0.02% | — | |
| 28 | GOOG | Alphabet Inc-cl C | 股票-通訊服務 | 0.61% | +0.09% | -3.50% | |
| 29 | VXF | Vanguard Extended Market ETF | ETF-其他 | 0.60% | +0.04% | +2.68% | |
| 30 | XOM | Exxon Mobil CORP | 股票-能源 | 0.59% | -0.59% | EXIT | |
| 31 | BAC | Bank Of America CORP | 股票-金融 | 0.59% | — | -0.12% | |
| 32 | PSTL | Postal Realty Trust Inc- A | 股票-其他 | 0.58% | +0.07% | -0.00% | |
| 33 | VIG | Vanguard Dividend Apprec ETF | ETF-其他 | 0.57% | — | +0.06% | |
| 34 | VEA | Vanguard Ftse Developed ETF | ETF-其他 | 0.56% | +0.01% | +11.81% | |
| 35 | KKR | Kkr & Co Inc | 股票-金融 | 0.56% | -0.06% | -8.63% | |
| 36 | SII | Sprott Inc | 股票-其他 | 0.56% | -0.17% | -8.52% | |
| 37 | SPHR | Sphere Entertainment Co | 股票-通訊服務 | 0.55% | +0.14% | -26.68% | |
| 38 | BRK-B | Berkshire Hathaway Inc-cl B | 股票-其他 | 0.54% | -0.04% | +2.96% | |
| 39 | FITB | Fifth Third Bancorp | 股票-金融 | 0.53% | +0.05% | +65.43% | |
| 40 | SCHD | Schwab US Dvd Equity ETF | ETF-其他 | 0.52% | — | +154.62% | |
| 41 | EFV | Ishares Msci Eafe Value ETF | ETF-其他 | 0.52% | -0.04% | +2.00% | |
| 42 | CAT | Caterpillar Inc | 股票-工業 | 0.51% | +0.20% | +0.31% | |
| 43 | AMGN | Amgen Inc | 股票-醫療保健 | 0.48% | -0.04% | -1.61% | |
| 44 | LLY | Eli Lilly & Co | 股票-醫療保健 | 0.47% | +0.01% | -2.12% | |
| 45 | PEP | Pepsico Inc | 股票-非循環性消費 | 0.45% | -0.10% | -0.21% | |
| 46 | CSCO | Cisco Systems Inc | 股票-科技 | 0.45% | +0.12% | -2.33% | |
| 47 | ESCA | Escalade Inc | 股票-其他 | 0.44% | -0.01% | -1.35% | |
| 48 | MRK | Merck & Co. Inc. | 股票-醫療保健 | 0.42% | -0.02% | -0.24% | |
| 49 | LINC | Lincoln Educational Services | 股票-其他 | 0.41% | -0.15% | +17.45% | |
| 50 | PAYX | Paychex Inc | 股票-科技 | 0.41% | -0.03% | -0.05% |
| # | 代號 | 標的名稱 | 佔比變動 | 持倉量變化 | 異動類型 |
|---|---|---|---|---|---|
| 1 | SCHD | Schwab US Dvd Equity ETF | +0.3% | +154.62% | 加碼 |
| 2 | AMLP | Alerian Mlp ETF | +0.3% | +28.37% | 加碼 |
| 3 | VCSH | Vanguard S/t CORP Bond ETF | +0.2% | +11.37% | 加碼 |
| 4 | AGG | Ishares Core U.s. Aggregate | +0.2% | +379.07% | 加碼 |
| 5 | KRE | Ss Spdr S&p Regional Bank | +0.2% | +2733.71% | 加碼 |
| 6 | SHV | Ishares 0-1 Year Treasury Bo | +0.2% | +214.92% | 加碼 |
| 7 | FITB | Fifth Third Bancorp | +0.2% | +65.43% | 加碼 |
| 8 | LINC | Lincoln Educational Services | +0.2% | +17.45% | 加碼 |
| 9 | MDST | Westwd Sat Encd Mdstr In ETF | +0.2% | +136.45% | 加碼 |
| 10 | XOM | Exxon Mobil CORP | +0.2% | -0.55% | 減碼 |
| 11 | BELFB | Bel Fuse Inc-cl B | +0.1% | +2181.82% | 加碼 |
| 12 | SII | Sprott Inc | +0.1% | -8.52% | 減碼 |
| 13 | OKE | Oneok Inc | +0.1% | +414.26% | 加碼 |
| 14 | JNJ | Johnson & Johnson | +0.1% | +0.26% | 加碼 |
| 15 | IBIE | Ishares Ibonds Oct 2028 Tt | +0.1% | +55.52% | 加碼 |
| 16 | VTS | Vitesse Energy Inc | +0.1% | +230.93% | 加碼 |
| 17 | MITK | Mitek Systems Inc | +0.1% | +2930.40% | 加碼 |
| 18 | GENC | Gencor Industries Inc | +0.1% | +631.25% | 加碼 |
| 19 | ET | Energy Transfer LP | +0.1% | +38.95% | 加碼 |
| 20 | CAT | Caterpillar Inc | +0.1% | +0.31% | 加碼 |
| 21 | VPLS | Vanguard Core-plus Bond ETF | +0.1% | +32.72% | 加碼 |
| 22 | MLR | Miller Industries Inc/tenn | +0.1% | +73.23% | 加碼 |
| 23 | LEGH | Legacy Housing CORP | +0.1% | +239.29% | 加碼 |
| 24 | EGY | Vaalco Energy Inc | +0.1% | +159.43% | 加碼 |
| 25 | LYTS | Lsi Industries Inc | +0.1% | +40.72% | 加碼 |
| 26 | ESCA | Escalade Inc | +0.1% | -1.35% | 減碼 |
| 27 | INFU | Infusystem Holdings Inc | +0.1% | +527.59% | 加碼 |
| 28 | CVX | Chevron CORP | +0.1% | +3.78% | 加碼 |
| 29 | MUX | Mcewen Inc | +0.1% | +6081.82% | 加碼 |
| 30 | FLTR | Vaneck Ig Floating Rate ETF | +0.1% | +68.63% | 加碼 |
| 31 | MTN | Vail Resorts Inc | +0.1% | +384.46% | 加碼 |
| 32 | CSV | Carriage Services Inc | +0.1% | +207.69% | 加碼 |
| 33 | PESI | Perma-fix Environmental Svcs | +0.1% | +2639.36% | 加碼 |
| 34 | COST | Costco Wholesale CORP | +0.1% | +0.29% | 加碼 |
| 35 | KRT | Karat Packaging Inc | +0.1% | +59.02% | 加碼 |
| 36 | MOV | Movado Group Inc | +0.1% | +39.35% | 加碼 |
| 37 | PSTL | Postal Realty Trust Inc- A | +0.1% | -0.00% | 減碼 |
| 38 | PFE | Pfizer Inc | +0.1% | +12.16% | 加碼 |
| 39 | GROW | U.s. Global Investors Inc-a | +0.1% | +3590.91% | 加碼 |
| 40 | JOUT | Johnson Outdoors Inc-a | +0.1% | +51.43% | 加碼 |
| 41 | AIOT | Powerfleet Inc | +0.1% | +21085.71% | 加碼 |
| 42 | VEA | Vanguard Ftse Developed ETF | +0.1% | +11.81% | 加碼 |
| 43 | ACU | Acme United CORP | +0.1% | +0.01% | 加碼 |
| 44 | BLBD | Blue Bird CORP | +0.1% | -1.92% | 減碼 |
| 45 | KMI | Kinder Morgan, Inc. | +0.1% | +3.03% | 加碼 |
| 46 | HBB | Hamilton Beach Brand-a | +0.1% | +16.47% | 加碼 |
| 47 | VXUS | Vanguard Total Intl Stock | +0.1% | +15.28% | 加碼 |
| 48 | WTTR | Select Water Solutions Inc | +0.1% | — | 不變 |
| 49 | IBND | State Street Spdr Bloomberg | +0.1% | +546.52% | 加碼 |
| 50 | HFFG | Hf Foods Group Inc | +0.1% | +1564.29% | 加碼 |
根據 SEC 官方 Form 13F 申報備案，North Star Investment Management Corp. 在 Q1 2026 季度的美股持倉總市值約為 US$18.4億，共申報了 1700 個公開持股部位。
在 Q1 2026 季度，North Star Investment Management Corp. 按市值排列的前三大核心持股分別為：JPM (4.7%)、AAPL (3.6%)、VCSH (3.5%)。其中最大持股部位 JPM 佔據整體投資組合約 4.7% 的權重。
精選 AlphaSMO 大戶持股與內部人交易深度分析，提升投資決策勝率
完整解讀 Form 13F 申報規範、1 億美元門檻與 45 天延遲申報機制，學會如何追蹤頂級對沖基金與機構法人持倉動向。
本季最大新建倉標的
ASM
市值: US$189.6萬
本季最大獲利了結 / 清倉標的
CMA
前期市值: US$355.7萬
在 Q1 2026 季度中，North Star Investment Management Corp. 共進行了 191 項持倉異動，包含新建倉 41 個部位、加碼 91 個部位、減碼 54 個部位以及清倉 5 個部位。 其中最大新建倉標的為 ASM。 本季清倉部位包含 CMA。
本頁面所有持股數據均直接同步自美國證券交易委員會（SEC）EDGAR 官方系統之 13F-HR / 13F-HR/A 季度申報文件。AlphaSMO 透過機器解析 CUSIP 與個股對照，提供 100% 精準對齊的歷史時序數據集，並支援 Schema.org 結構化資料格式。
解析公司高管、董事與 10% 大股東之 Form 4 內部人交易申報，掌握高管自家股票買賣第一手訊號。
深入剖析 5% 股益申報門檻、13D 與 13G 之差異，以及最新 SEC 申報時程規範，洞察機構法人的激進投資動向。